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BREAKING - G-7 to Announce Critical Minerals Alliance to Counter ChinaToday 20:46

The G7 is set to announce a Critical Minerals Alliance this Friday — uniting the US, UK, EU, Japan and allies to counter China’s dominance in rare earths and other strategic materials.

According to Bloomberg, the plan will introduce joint funding frameworks, coordinated offtakes, and price floor mechanisms similar to the recent US–Australia deal, designed to de-risk investment in mining, separation, and magnet recycling projects across allied nations.

This is a major step toward building secure, value-added supply chains independent of China — with long-term implications for Western rare earth players as government backing, guaranteed pricing, and strategic demand alignment come into play

Could the last couple of days trading been a collection event by market makers?

If mka works out as well as I hope I might be consulting Porsche!!

Anyway an excelent article-we are mentioned on page 13-you will have to download to read full article

https://www.porsche-consulting.com/international/en/article/circular-economy-rare-earths

The energy is ⚡electric ⚡ at today’s SIGN Rare Earths & Magnets Conference hosted at the Mercedes-Benz Musuem!

Today's voices from the value chain:

🏭 Alexander Barcza (Vacuumschmelze) showed how his team built a rare earth magnet factory in just 18 months — in South Carolina. His takeaway: Europe has the know-how; now the urgency is needed.

💰 Oliver Gutfleisch (TU Darmstadt) unveiled breakthroughs in manganese-, aluminum-, and iron nitride-based magnets and educating the next generation of materials engineers.

🚗 Michael Southcott (S&P Global) dropped the big picture: Europe will need 21 million EV traction motors annually by 2037, corresponding up to 500% demand increase for Nd. The time to scale domestic capacity is now.

Our ecosystem in action:

🔬 Co-organized with the Horizon Europe PASSENGER project, which is accelerating research into industrial reality—bringing breakthrough magnet technologies directly to Wilo SE (pumping systems) and Stellantis (automotive applications)

🔄 Five CRM4EU projects — MAGELLAN Project EU, REEsilience, GREENE Project, Harmony Project EU, and REEPRODUCE — are connecting the full chain from mining to recycling.

📈 Industry leaders like Mercedes-Benz AG, Stellantis, WILO, ILPEA, and Kolektor are moving alternative magnet tech from lab to pilot to market.

🇪🇺 DG Grow, DG Trade, and DG INTPA are aligning policy, investment, and partnerships to make it all happen. EU Strategic Projects in Rare Earths progressing: Mkango Resources Ltd., Caremag, LKAB, ITELYUM.

SIGNs (Strategic Impact Group Networks) unites the entire ecosystem, from miners to OEMs, from researchers to policymakers, to build Europe’s rare earths and magnet strategy, together.

The focus: practical delivery. Creating a level playing field. Securing offtake commitments. Unlocking public-private financing. 🧲

More highlights coming up tomorrow!

More on SIGNS: https://lnkd.in/gnq9Fzvk

#SIGNS #RareEarthElements #MagnetSupplyChain #Innovation #Collaboration #EITRawMaterials #CircularEconomy #EuropeanIndustry

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The US/Nato countries will not want to be in this situation again-they will 100% make sure that they have domestic supplies of rare earth materials and processing facilities and I believe Mka will be a huge part of this

Nm

Before we are mentioned in these articles

https://www.angelone.in/news/market-updates/us-ramps-up-rare-earth-magnet-production-to-reduce-dependence-on-china

Because it was a non issue and if you had done reseatch you would know-you probably did!!will you be carrying on with the spac fud today?

The Songwe Hill rare earth mining project ("Songwe" or the "Project") will be producing a value-added processed and refined mixed rare earth carbonate product at the mine site in Malawi. As such, the prohibitions outlined in Executive Order No. 2 of 2025 are not applicable to Songwe as the ban only relates to minerals that have not been processed, refined, or value-added in Malawi.

Following the announcement of the U.S. International Development Finance Corporation project development funding agreement, Mkango is progressing preparations to initiate the Front-End Engineering and Design.

Https://www.londonstockexchange.com/news-article/MKA/mka-unaffected-by-malawi-executive-order-no-2/17298015

Good orbadfor us?

His thoughts( Myles)

The company came out with a "We know of no reason..." RNS this morning on the LSE.

Three possibilities, in my mind:

1) It was indeed a classic pump and dump by a group in North America.

2) Canadian / US investors are beginning to perceive the immense undervaluation of Mkango, relative to the international peer group. A reminder that the soon-to-be-NASDAQ listed upstream assets, $MKAR - will be valued at 86p per Mkango share, at IPO price. That means HyProMag is currently being valued at LESS than nothing. As a reminder, going on USA Rare Earth's valuation, it should be valued at multiple $ billions.

3) No smoke without fire. Someone has indeed gotten wind of material news (such as US government investment into HyProMag; HyProMag NASDAQ SPAC listing; expansion into Japan; tie up with Samsung or Tesla, etc.) - but mgmt is not yet ready or allowed to talk about it.

We shall find out in the coming weeks.

Myles has just put his thoughts on x

All positive in many scenarios

Is very telling imho

Material change in the co operations?

Mmm

Some OTHER company's management/employees might be aware of pending news/activity?

Nm

Institutional holdings??

Sniffing!!!

FAP-EXd is on track to enter clinical development in Q1 2026 and is generating interest from a number of potential partners. Importantly, the funds raised allow Avacta to maintain control of this promising asset, allowing us to maximize potential value, while supporting our broader pipeline of programs.

Christina Coughlin, CEO of Avacta commented:

"The Board's decision to raise funds enables Avacta to retain 100% ownership of our highly promising programs based on our proprietary pre|CISION® technology and provide us with a cash runway into H2 2026. Completion of the raise also enables us to meet the terms of the Heights convertible loan note deferment. We believe this decision to be in the long-term interest of shareholders.

"We are continuing to make good progress across all our programs. Our faridoxorubicin trial is gaining momentum, with Phase 1a data presented this weekend at the European Society for Medical Oncology (ESMO) meeting demonstrating a disease control rate in patients treated of 91%.

"Meanwhile, the FAP-EXd (AVA6103) asset is advancing towards clinical development. Our recently revealed dual payload platform is also pioneering how peptide drug conjugates (PDCs) can be utilized for dual payload peptide drug delivery.

"FAP-EXd is on track to enter clinical development in Q1 2026 and is generating interest from a number of potential partners. Importantly, the funds raised allow Avacta to maintain control of this promising asset, allowing us to maximize potential value, while supporting our broader pipeline of programs.

"Avacta continues to focus on building its IP estate, based on our unique pre|CISION® technology, as we seek to seek to maximize, in the long term, value for the benefit of patients and shareholders

Good managemenyt imho